| 5/13/2024 | O Shaughnessy Asset Management LLC | 3,020 | $192K | 0.0% | N/A | 0.004% | |
| 5/11/2024 | ESL Trust Services LLC | 639,727 | $40.78M | 10.7% | +0.2% | 0.924% | |
| 5/11/2024 | Orion Capital Management LLC | 35,799 | $2.28M | 1.2% | +5.8% | 0.052% | |
| 5/11/2024 | Jacobi Capital Management LLC | 5,010 | $319K | 0.0% | -80.0% | 0.007% | |
| 5/10/2024 | ARK & TLK Investments LLC | 14,901 | $950K | 0.3% | +25.0% | 0.022% | |
| 5/10/2024 | Kelman Lazarov Inc. | 71,720 | $4.57M | 0.9% | +1.0% | 0.104% | |
|
| 5/10/2024 | Truepoint Inc. | 12,226 | $779K | 0.0% | -10.4% | 0.018% | |
| 5/10/2024 | Nwam LLC | 18,298 | $1.17M | 0.1% | -32.5% | 0.026% | |
| 5/9/2024 | Forum Financial Management LP | 25,700 | $1.64M | 0.0% | -16.1% | 0.037% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 72,594 | $4.63M | 0.0% | -8.3% | 0.105% | |
| 5/9/2024 | SageView Advisory Group LLC | 19,636 | $1.25M | 0.1% | -1.7% | 0.028% | |
| 5/8/2024 | Trademark Financial Management LLC | 27,887 | $1.78M | 1.5% | -46.9% | 0.040% | |
| 5/7/2024 | WMG Financial Advisors LLC | 150,306 | $9.58M | 5.5% | +9.2% | 0.217% | |
| 5/7/2024 | Chilton Capital Management LLC | 231,769 | $14.77M | 0.7% | -1.5% | 0.335% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 127,742 | $8.14M | 0.3% | +183.5% | 0.185% | |
| 5/7/2024 | TCI Wealth Advisors Inc. | 132,427 | $8.44M | 0.8% | -0.2% | 0.191% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 6,601 | $421K | 0.0% | +10.7% | 0.010% | |
| 5/4/2024 | PrairieView Partners LLC | 828,318 | $52.80M | 6.1% | +2.1% | 1.197% | |
| 5/4/2024 | Vista Capital Partners Inc. | 8,409 | $536K | 0.1% | +9.8% | 0.012% | |
| 5/3/2024 | TFB Advisors LLC | 6,198 | $383K | 0.1% | +11.6% | 0.009% | |
| 5/3/2024 | Larson Financial Group LLC | 120,043 | $7.65M | 0.6% | -3.3% | 0.173% | |
| 5/3/2024 | Schwarz Dygos Wheeler Investment Advisors LLC | 59,631 | $3.80M | 1.1% | +2.8% | 0.086% | |
| 5/3/2024 | Lutz Financial Services LLC | 144,102 | $9.19M | 0.8% | -1.0% | 0.208% | |
| 5/2/2024 | USAdvisors Wealth Management LLC | 16,790 | $1.07M | 0.4% | +1.0% | 0.025% | |
| 5/2/2024 | AlphaQ Advisors LLC | 59,590 | $3.80M | 2.3% | +2.8% | 0.087% | |
| 5/2/2024 | Life Planning Partners Inc | 9,824 | $626K | 0.6% | +5.2% | 0.014% | |
| 5/2/2024 | Flagstone Financial Management | 54,001 | $3.44M | 1.3% | -1.7% | 0.079% | |
| 5/2/2024 | REDW Wealth LLC | 67,256 | $4.29M | 1.2% | +5.3% | 0.098% | |
| 5/1/2024 | ORBA Wealth Advisors L.L.C. | 67,113 | $4.28M | 2.4% | -1.1% | 0.098% | |
| 5/1/2024 | Bridgewater Advisors Inc. | 269,033 | $17.15M | 2.6% | -1.2% | 0.394% | |
| 4/30/2024 | Valued Wealth Advisors LLC | 43,462 | $2.77M | 2.0% | -3.4% | 0.064% | |
| 4/30/2024 | MN Wealth Advisors LLC | 8,277 | $528K | 0.3% | -7.2% | 0.012% | |
| 4/30/2024 | Private Wealth Management Group LLC | 9,594 | $612K | 0.3% | +1.8% | 0.014% | |
| 4/30/2024 | Perigon Wealth Management LLC | 99,059 | $6.31M | 0.2% | -1.4% | 0.145% | |
| 4/30/2024 | Hutchens & Kramer Investment Management Group LLC | 14,003 | $889K | 0.5% | +3.8% | 0.021% | |
| 4/30/2024 | Lakeridge Wealth Management LLC | 25,858 | $1.65M | 1.1% | +19.4% | 0.038% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 256,892 | $16.37M | 0.0% | +10.5% | 0.376% | |
| 4/29/2024 | FAS Wealth Partners Inc. | 157,874 | $10.06M | 0.9% | +4.3% | 0.231% | |
| 4/29/2024 | Castle Wealth Management LLC | 108,559 | $6.92M | 3.6% | +7.1% | 0.159% | |
| 4/29/2024 | Paragon Advisors LLC | 3,989 | $254K | 0.1% | N/A | 0.006% | |
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| 4/29/2024 | Financial Futures Ltd Liability Co. | 97,444 | $6.21M | 4.1% | -3.1% | 0.143% | |
| 4/29/2024 | Intelligent Financial Strategies | 5,090 | $324K | 0.2% | -11.3% | 0.007% | |
| 4/27/2024 | Fonville Wealth Management LLC | 23,599 | $1.50M | 0.7% | -4.4% | 0.035% | |
| 4/27/2024 | Capital Performance Advisors LLP | 9,914 | $632K | 0.2% | +11.3% | 0.015% | |
| 4/27/2024 | Austin Asset Management Co Inc | 47,470 | $3.03M | 0.7% | -10.6% | 0.070% | |
| 4/26/2024 | UMB Bank n.a. | 24,321 | $1.55M | 0.0% | +3.1% | 0.036% | |
| 4/26/2024 | Quarry Hill Advisors LLC | 36,477 | $2.33M | 1.7% | -1.0% | 0.053% | |
| 4/26/2024 | Sage Rhino Capital LLC | 101,557 | $6.47M | 1.5% | +1.3% | 0.149% | |
| 4/26/2024 | Quantum Financial Advisors LLC | 355,802 | $22.68M | 4.0% | +1.5% | 0.521% | |
| 4/26/2024 | Chicago Partners Investment Group LLC | 76,376 | $4.77M | 0.2% | +8.0% | 0.112% | |
| 4/25/2024 | North Ridge Wealth Advisors Inc. | 19,848 | $1.27M | 1.0% | +11.4% | 0.029% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 34,232 | $2.18M | 0.0% | +4.3% | 0.050% | |
| 4/24/2024 | Krilogy Financial LLC | 286,528 | $18.26M | 1.4% | -0.2% | 0.420% | |
| 4/24/2024 | CENTRAL TRUST Co | 49,821 | $3.18M | 0.1% | -1.5% | 0.073% | |
| 4/24/2024 | Activest Wealth Management | 938 | $60K | 0.0% | N/A | 0.001% | |
| 4/24/2024 | SOL Capital Management CO | 40,573 | $2.59M | 0.3% | -8.5% | 0.059% | |
| 4/24/2024 | Waypoint Wealth Partners Inc. | 971,107 | $61.90M | 17.6% | +3.5% | 1.422% | |
| 4/24/2024 | Simplicity Wealth LLC | 3,166 | $202K | 0.0% | N/A | 0.005% | |
| 4/24/2024 | Midwest Heritage Bank FSB | 3,286 | $209K | 0.1% | N/A | 0.005% | |
| 4/23/2024 | Meredith Wealth Planning | 27,209 | $1.73M | 1.0% | +2.9% | 0.040% | |
| 4/23/2024 | BSW Wealth Partners | 407,608 | $25.98M | 4.4% | +2,143.5% | 0.597% | |
| 4/23/2024 | Canvas Wealth Advisors LLC | 133,873 | $8.21M | 2.7% | -1.9% | 0.196% | |
| 4/23/2024 | Fifth Third Bancorp | 274,677 | $17.51M | 0.1% | +9.2% | 0.402% | |
| 4/23/2024 | Strategic Blueprint LLC | 246,768 | $15.73M | 1.1% | +3.0% | 0.361% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 453,649 | $28.92M | 0.0% | +2.7% | 0.664% | |
| 4/22/2024 | Strategic Financial Concepts LLC | 59,821 | $3.81M | 0.9% | +1,117.6% | 0.088% | |
| 4/22/2024 | Pacific Life Fund Advisors LLC | 640,893 | $40.85M | 4.0% | -4.4% | 0.938% | |
| 4/22/2024 | PFG Investments LLC | 4,193 | $267K | 0.0% | N/A | 0.006% | |
| 4/22/2024 | Family Investment Center Inc. | 197,618 | $12.60M | 4.1% | -41.7% | 0.289% | |
| 4/22/2024 | Rockwood Wealth Management LLC | 2,131,007 | $135.83M | 17.5% | +14.3% | 3.120% | |
| 4/22/2024 | Echo Wealth Management LLC | 123,062 | $7.84M | 6.5% | +12.5% | 0.180% | |
| 4/22/2024 | Trellis Wealth Advisors LLC | 260,342 | $16.59M | 9.4% | +0.1% | 0.381% | |
| 4/22/2024 | Physician Wealth Solutions Inc. | 96,055 | $6.12M | 5.1% | +1.0% | 0.141% | |
| 4/19/2024 | Level Financial Advisors | 15,537 | $990K | 0.4% | -1.7% | 0.023% | |
| 4/19/2024 | ZRC Wealth Management LLC | 136,686 | $8.71M | 4.4% | +3.7% | 0.200% | |
| 4/19/2024 | Accel Wealth Management | 3,253 | $207K | 0.1% | N/A | 0.005% | |
| 4/19/2024 | First Trust Direct Indexing L.P. | 23,757 | $1.51M | 0.1% | N/A | 0.035% | |
| 4/19/2024 | PCG Wealth Advisors LLC | 52,251 | $3.33M | 1.6% | -4.4% | 0.077% | |
| 4/19/2024 | AWM Capital LLC | 200,121 | $12.76M | 2.1% | -1.1% | 0.293% | |
| 4/18/2024 | CAP Partners LLC | 27,984 | $1.78M | 1.6% | +4.8% | 0.041% | |
| 4/18/2024 | Morris Financial Concepts Inc. | 26,325 | $1.68M | 0.9% | -1.5% | 0.039% | |
| 4/17/2024 | Stephens Consulting LLC | 125,315 | $7.99M | 2.5% | -2.0% | 0.183% | |
| 4/17/2024 | Trilogy Capital Inc. | 102,931 | $6.56M | 0.4% | +66.4% | 0.151% | |
| 4/17/2024 | Annapolis Financial Services LLC | 277,964 | $17.72M | 5.8% | -32.8% | 0.407% | |
| 4/17/2024 | Symphony Financial Ltd. Co. | 144,883 | $9.24M | 2.2% | -46.9% | 0.212% | |
| 4/16/2024 | Moisand Fitzgerald Tamayo LLC | 58,445 | $3.73M | 0.6% | +2.0% | 0.086% | |
| 4/16/2024 | Tarbox Family Office Inc. | 283,451 | $18.07M | 3.2% | +11.5% | 0.522% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 4,109,921 | $261.97M | 0.7% | +8.3% | 7.569% | |
| 4/16/2024 | First National Bank Sioux Falls | 166,266 | $10.60M | 5.8% | +11.6% | 0.306% | |
| 4/15/2024 | Janiczek Wealth Management LLC | 457,652 | $29.17M | 6.2% | +4.9% | 0.843% | |
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| 4/15/2024 | Brookstone Capital Management | 68,706 | $4.38M | 0.1% | -16.4% | 0.127% | |
| 4/15/2024 | IAM Advisory LLC | 11,547 | $736K | 0.2% | +9.1% | 0.021% | |
| 4/15/2024 | Henrickson Nauta Wealth Advisors Inc. | 232,295 | $14.64M | 6.5% | -1.1% | 0.428% | |
| 4/13/2024 | Evanson Asset Management LLC | 21,145 | $1.35M | 0.1% | +29.6% | 0.039% | |
| 4/12/2024 | Annex Advisory Services LLC | 2,075,377 | $132.29M | 4.7% | +6.4% | 3.822% | |
| 4/12/2024 | CGN Advisors LLC | 462,883 | $29.50M | 3.7% | +14.6% | 0.852% | |
| 4/12/2024 | Nova R Wealth Inc. | 23,466 | $1.50M | 0.8% | +70.6% | 0.043% | |
| 4/12/2024 | Global Trust Asset Management LLC | 7,188 | $458K | 0.2% | -4.0% | 0.013% | |
| 4/12/2024 | Abacus Planning Group Inc. | 32,247 | $2.06M | 0.4% | -8.7% | 0.059% | |
| 4/12/2024 | Anderson Hoagland & Co. | 55,814 | $3.52M | 0.4% | +3.0% | 0.103% | |
